Institutional Ownership Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS). We have compiled data on the 840 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
20,228,460
shares
|
$1.36 Billion
1.11% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,849,400
shares
|
$528 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,216,760
shares
|
$418 Million
0.03% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
5,825,960
shares
|
$392 Million
21.68% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,788,890
shares
|
$188 Million
3.23% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$183 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,465,735
shares
|
$166 Million
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,373,334
shares
|
$160 Million
11.33% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,873,337
shares
|
$126 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,366,196
shares
|
$91.9 Million
3.05% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,316,046
shares
|
$88.5 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,219,558
shares
|
$82.1 Million
0.68% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,183,712
shares
|
$79.6 Million
2.04% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
1,160,110
shares
|
$78.1 Million
21.2% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,079,798
shares
|
$72.6 Million
4.81% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$70.8 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,016,654
shares
|
$68.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
965,027
shares
|
$64.9 Million
0.01% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
963,890
shares
|
$64.9 Million
3.45% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
954,004
shares
|
$64.2 Million
8.0% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
949,704
shares
|
$63.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
911,621
shares
|
$61.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
906,249
shares
|
$61 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
884,785
shares
|
$59.5 Million
3.35% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
881,370
shares
|
$59.3 Million
0.03% of portfolio
|
Q2 2025
Added 5.22%
|